Pat Jones

Patrick (Pat) Jones has spent over two decades helping clients protect and preserve their assets. Sharing safe money strategies has helped his clients save thousands to millions of dollars during many recent financial upheavals.

As a Certified Financial Fiduciary, he has provided outstanding professional client interactions in Medicare and Life insurance, Precious Metals consultant and Longevity Care Planning.  Pat, who grew up in Westchester County, New York, graduated from Syracuse University and now lives outside Tulsa, Oklahoma with his lovely wife Susan.


  • Certified Financial Fiduciary (CFF)
  • Life & Health Licensed
  • Annuity Licensed


  • Retirement Planning
  • Life Insurance
  • Annuities
  • Long Term Care Solutions

Pat Jones

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